Morgan Stanley ETF Trust - EVMO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 4,668,862 | 234,937 | 0.01% | 0.01% | 1 | -17,137 | -0.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,171,425 | 109,266 | 0.03% | 0.03% | 2 | +236,410 | 12.22% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Added to | 846,729 | 42,607 | 4.4% | 3.59% | 3 | +139,676 | 19.75% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 729,326 | 36,699 | 0.45% | 0.45% | 4 | +14,823 | 2.07% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 524,350 | 26,385 | 0.01% | 0.01% | 5 | +156,014 | 42.36% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 413,095 | 20,786 | 0.0% | 0.0% | 6 | +134,129 | 48.08% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 370,816 | 18,659 | 0.0% | 0.0% | 7 | +257,262 | 226.55% | Q1 2026 | May 11, 2026 |
| Berkeley, Inc | History | Reduced | 203,405 | 10,235 | 3.43% | 5.07% | 8 | -110,803 | -35.26% | Q1 2026 | Apr 24, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 196,763 | 9,901 | 0.33% | 0.33% | 9 | +5,670 | 2.97% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 178,309 | 8,967 | 1.91% | 2.06% | 10 | -2,219 | -1.23% | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 173,685 | 8,739 | 0.14% | 0.17% | 11 | -14,226 | -7.57% | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 167,258 | 8,416 | 5.65% | — | 12 | +167,258 | New | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 131,654 | 6,625 | 0.02% | 0.02% | 13 | +2,055 | 1.59% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 131,589 | 6,622 | 0.02% | 0.02% | 14 | +11,644 | 9.71% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 117,823 | 5,928 | 0.15% | 0.14% | 15 | +12,740 | 12.12% | Q1 2026 | Apr 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 115,319 | 5,802 | 0.72% | 1.43% | 16 | -119,031 | -50.79% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 113,385 | 5,705 | 0.11% | 0.01% | 17 | +104,662 | 1199.84% | Q1 2026 | May 14, 2026 |
| American National Bank of Texas | History | Reduced | 107,116 | 5,390 | 5.14% | 5.37% | 18 | -3,053 | -2.77% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,416 | 5,354 | 0.0% | 0.0% | 19 | +7,510 | 7.59% | Q1 2026 | May 04, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 106,521 | 5,337 | 1.07% | 0.89% | 20 | +1,538 | 1.46% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,568 | 5,110 | 0.01% | 0.01% | 21 | +3,560 | 3.63% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 95,492 | 4,805 | 0.19% | 0.28% | 22 | +45,240 | 90.03% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 87,184 | 4,387 | 0.46% | 0.49% | 23 | -1,228 | -1.39% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | New | 85,091 | 4,281 | 0.09% | — | 24 | +85,091 | New | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 74,966 | 3,772 | 0.0% | — | 25 | +74,966 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 73,201 | 3,683 | 0.01% | 0.02% | 26 | -199,404 | -73.15% | Q1 2026 | Apr 27, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 64,670 | 3,268 | 2.88% | 2.43% | 27 | -958 | -1.46% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 64,670 | 3,254 | 0.04% | 0.04% | 28 | -958 | -1.46% | Q1 2026 | May 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 58,816 | 2,959 | 0.91% | 0.52% | 29 | +11,106 | 23.28% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 54,978 | 2,766 | 0.0% | — | 30 | +54,978 | New | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 45,903 | 2,309 | 0.21% | 0.2% | 31 | +3,245 | 7.61% | Q1 2026 | Apr 17, 2026 |
| Elyxium Wealth, LLC | History | Added to | 42,035 | 2,115 | 0.68% | 0.44% | 32 | +10,687 | 34.09% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 40,088 | 2,017 | 0.0% | 0.0% | 33 | +31,702 | 378.03% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 38,814 | 1,953 | 0.0% | — | 34 | +38,814 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,258 | 1,777 | 0.0% | 0.0% | 35 | +2,456 | 7.49% | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 30,258 | 1,522 | 0.54% | 0.53% | 36 | +1,729 | 6.06% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,887 | 1,403 | 0.0% | 0.0% | 37 | -7,765 | -21.78% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | New | 22,680 | 1,141 | 0.01% | — | 38 | +22,680 | New | Q1 2026 | May 08, 2026 |
| Atlas Wealth LLC | History | Reduced | 22,332 | 1,123 | 0.34% | 0.37% | 39 | -1,793 | -7.43% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,250 | 974 | 0.02% | 0.02% | 40 | +4,458 | 30.14% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,900 | 951 | 0.04% | 0.04% | 41 | -768 | -3.9% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 15,782 | 794 | 0.37% | 0.35% | 42 | -159 | -1.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 14,263 | 717 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,804 | 694 | 0.0% | 0.0% | 44 | +7,009 | 103.15% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,338 | 520 | 0.0% | 0.0% | 45 | +3,553 | 52.37% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,971 | 501 | 0.01% | 0.01% | 46 | -204 | -2.0% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,811 | 493 | 0.0% | 0.0% | 47 | -200 | -2.0% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,582 | 482 | 0.01% | 0.01% | 48 | -99 | -1.02% | Q1 2026 | May 12, 2026 |
| ProCore Advisors, LLC | History | Reduced | 9,535 | 479 | 0.73% | 0.53% | 49 | -742 | -7.22% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | New | 9,091 | 457 | 0.0% | — | 50 | +9,091 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,950 | 350 | 0.0% | — | 51 | +6,950 | New | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,897 | 347 | 0.01% | — | 52 | +6,897 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,163 | 310 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,328 | 268 | 0.0% | 0.0% | 54 | +147 | 2.84% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,537 | 228 | 0.0% | — | 55 | +4,537 | New | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 4,166 | 209 | 0.0% | — | 56 | +4,166 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 3,241 | 164 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,091 | 155 | 0.0% | — | 58 | +3,091 | New | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,223 | 62 | 0.0% | 0.0% | 59 | -265 | -17.81% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 971 | 48 | 0.01% | 0.01% | 60 | -42 | -4.15% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | No change | 340 | 17 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 305 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | Added to | 127 | 6 | 0.0% | 0.0% | 64 | +1 | 0.79% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 118 | 5 | 0.0% | 0.0% | 65 | +1 | 0.85% | Q1 2026 | Apr 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 52 | 2 | 0.0% | 0.0% | 66 | -23 | -30.67% | Q1 2026 | Apr 03, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,186 | -100.0% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.32% | — | -11,562 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,939 | -100.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,116 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 15, 2026 |